Early access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and moneyConditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)Free webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all atFree webinar: Digitally signing business documents with the Zoho Sign extension for Zoho CRM
Hello, Do you still use pen and paper to sign your business documents and close deals? Are you concerned that this process is time-consuming, expensive, and will limit your company's growth in the future? We have a simple solution for you to fight theseZoho Sign - Integration send a document for signature, with a document from google drive
Hello, I am facing an issue experimenting ZohoSign module on integromat The process i am looking for, is that when we upload a document in our google drive, we want to send them for signature to specific emails Unfortunately, i can't manage to make thisAnnouncing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: RemovesAssign a Folder to a Template
Hello, I have a multi-tenant application in which I have setup the Zoho Sign API integration. In order to separate documents in my multi-tenant application, I assign a folder to a tenant. This works great to separate the documents per tenant, but I needPossible to adjust naming convention for files backed-up to Cloud Storage?
Is there a setting to append (or prepend) parameters other than the date to a document that gets backed up to a Cloud Storage Provider (using the in-built integration)? I'm specifically looking to append the signer's name (or a specific signer's namePassing URL Parameters
We are slowly migrating from an older crm that cannot connect to Zoho. With Zoho Sign how do you pass url parameters to a document? With docusign we format our URLs like this, https://example.com?FirstName=Jordan&InvoiceNo=123456 How can we achieve theMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanZoho Sign "Unable to process request"
We have 3 SignForms, but accessing them via the URL now results in "Unable to process your request" when submitting the initial form, with no further information as to what's going on. The forms are active, and nothing looks out of the order in Zoho Sign,Is there a way to set Document Owner/Sender via the API
When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?Free webinar: The basics of e-signatures and Zoho Sign
Hello, Signing documents using pen and paper is cumbersome, time-consuming, and incurs huge administrative costs to businesses. It's time to go digital with e-signatures and keep your business up and running around the clock. Thousands of businesses trustRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanSuggestion: Remove checkbox for E-sign disclosure
This single suggestion could increase how many people use Zoho Sign by a significant margin. Not changing it may be costing you a lot of business. If anyone agrees, please speak up! I highly recommend you remove the checkbox next to the "I confirm thatMail merge template, fillable fields, + Zoho Sign
I'm working on a client's CRM. They want to integrate Zoho Sign with the CRM by creating a mail merge template and have some values pre-populated from a module's data. But they also want to be able to add extra information that isn't available in thePopulate Signature field with value from API and Hide "skip optional fields" pop-up
Hello Team , We are sending the document for e-signature using template from API. Then how can we resolve the following 2 problems we are facing : 1) populate value to signature field from API , default is Your Signature ? 2) hide the "skip optionalhow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Folders and document types
Hi. I would like to ask once again about one feature - we really needs to have an option to rename, delete folders and document types over here: Some time ago it turned out that we need to change the names and structure in documents within Zoho Sign butZoho Sign Reminder email template
Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a templateFree webinar: Integrating Zoho Sign with Vtiger CRM to eliminate tedious paperwork in customer relationship management
Hello! As businesses around the world go digital at a rapid pace, a CRM or customer relationship management software is often one of the first tools that contributes to their digital journey and growth. CRM software helps businesses run their operationsZoho Sign Custom Domain
Any plans for Custom Domain?Can we add zoho sign to a custom module?
i understand out of the box it works with 8 modules. is it possible to add it to a custom module?Getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED for some requests
Hello. I'm trying to retrieve the documents list and then get fillable fields information for each signed document. To do this, after retrieving documents list, I'm sending a GET request for each document to this url 'https://sign.zoho.com/api/v1/requests/'Error When making an API call via PHP SDK: zsign\SignException: [9031]: Ticket invalid
Using the PHP SDK I have setup a Zoho Sign integration with my application that allows me to manage and send documents and templates. This is all done with embedded signing. I recently put the integration into production, and after switching from developmentWebhooks for Zoho Sign
When will webhooks be available for Zoho Sign? Polling the API is not a great solution for real-time integration of systems to determine when a document has been signed. Any insight would be greatly appreciated.Calling /requests/:id/fielddata only returns 400 bad request
Hello, I'm writing a custom integration for Zoho Sign using an oauth app token. I'm trying to retrieve the prefilled field values after the document has been created. I believe the /requests/:id/fielddata endpoint from the API documentation is supposedRetrieve pre-filled field values from document after the document is completed
Hello, I have a document that has the following format: It has the following pre-filled fields, which must be filled in by the sender: Text Field A Date Field A It has the following fields which must be filled in by the signer: Text Field B Date FieldIs it possible to change the header in Zoho Sign for Document Viewers?
My organization is using Zoho Sign to send partnership contracts for signature. We send the documents to one person who needs to sign but also include others as viewers of the document. Currently when one of these viewers clicks the button to reviewFree webinar: How to sign documents with Aadhaar eSign (India)
Aadhaar eSign is a government of India prescribed digital signing method and has the same legal acceptance as signing documents with pen and paper. Documents signed this way are a legally valid and recognized form of signature under the provisions ofAbility to change reply email in Zoho Sign to our support email
I am wondering if there is a way to set the reply email in Zoho sign to something other than the account user. We want this because we want the replies to go to our support email, not to the individual's email that is logged into zoho sign. Is thisHave completed Zoho Sign documents attach automatically to contact and/or account
Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER WhyHow to remove Document Type
Zoho sign allows the addition of 'Document Type' when adding templates. If a 'document type' is added an error or needs to be edited how can I accomplish the task?Workflow issue Zoho Sign
Hi, I have sent a contract to a company but they do NOT want a copy sent to the signer (CEO) until it has been approved by the legal team. In this case I would need to have 1. one person CC'd with the contract 2. one person added as an approver 3. onceImportant: Disabling callbacks for active webhooks upon reaching failure threshold
Hello, A small number of Zoho Sign customers, mostly API and integration users, might find that their configured webhooks are now in the DISABLED state and, as a result, would have stopped receiving webhook callbacks. This is not an issue or a bug. ThisAppend Completion Certificate with signed document
When the signature process is completed, an email is sent with 2 pdf, the actual fully signed document and the completion certificate. It would be ideal to have an option so that Sign merges both documents so that the completion cert. is always kept withA Complete Overview of Zoho Sign
In a world where everything is becoming increasingly digital, our lives have increasingly depended on digitized methods. Think of a tool that enables businesses to quickly close deals and for the signing process to be done in the cloud without any kindDelegating outgoing documents with signatures
I have an assistant that will be sending out agreements to clients on my behalf. When I had sent the agreements myself, I dated it, signed it, and sent it to the client for their signatures. Now I have give the assistant access to Zoho Sign. She can createZoho Sign Api - Document Status and uploading certificate and completed document
We are currently developing a zoho sign API feature to replace the standard extension as the mapping of custom fields has to be done each time we create a new sales order. However, whilst we can create the document all ok, we don't seem to be able toZoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder namedNext Page
Announcements
Early access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and moneyFree webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all atFree webinar: Digitally signing business documents with the Zoho Sign extension for Zoho CRM
Hello, Do you still use pen and paper to sign your business documents and close deals? Are you concerned that this process is time-consuming, expensive, and will limit your company's growth in the future? We have a simple solution for you to fight theseAnnouncing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: RemovesFree webinar: The basics of e-signatures and Zoho Sign
Hello, Signing documents using pen and paper is cumbersome, time-consuming, and incurs huge administrative costs to businesses. It's time to go digital with e-signatures and keep your business up and running around the clock. Thousands of businesses trust
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Zoho Sign - Integration send a document for signature, with a document from google drive
Hello, I am facing an issue experimenting ZohoSign module on integromat The process i am looking for, is that when we upload a document in our google drive, we want to send them for signature to specific emails Unfortunately, i can't manage to make thisAssign a Folder to a Template
Hello, I have a multi-tenant application in which I have setup the Zoho Sign API integration. In order to separate documents in my multi-tenant application, I assign a folder to a tenant. This works great to separate the documents per tenant, but I needPossible to adjust naming convention for files backed-up to Cloud Storage?
Is there a setting to append (or prepend) parameters other than the date to a document that gets backed up to a Cloud Storage Provider (using the in-built integration)? I'm specifically looking to append the signer's name (or a specific signer's name
Sticky Posts
Free webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all atAnnouncing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: RemovesZoho Sign: Product Updates - Q3-Q4, 2021 and 2022 Preview
Hello, everyone! 2021 has been a breeze of a year in the face of a seemingly unending global pandemic. And yet, businesses have displayed great resilience by quickly adopting a system of hybrid work that better suits their evolving operational needs.Announcing Zoho Sign Credits - a revamp of our add-on pricing
Hello, We are pleased to announce a revamp of the existing add-on structure and pricing in Zoho Sign. In the coming weeks, we will be introducing Zoho Sign Credits, a common add-on which will apply across features and integrations that incur additional
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